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iShares Core High Dividend ETF
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Overview Fund Activity

152 hedge funds and large institutions have $1.16B invested in iShares Core High Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
4.93%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
24
Increased
61
Reduced
45
Closed
18
Calls
$232K
Puts
$557K
Net Calls
-$325K
Net Calls Change
-$325K

Top Buyers

1
AAA
1
Alpine Associates Advisors
New Jersey
$36.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$16M
3
Wells Fargo
3
Wells Fargo
California
$50.7M
4
U
4
UBS
Switzerland
$55.9M
5
HB
5
Homrich & Berg
Georgia
$74.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$53.3M
2
CS
2
Credit Suisse
Switzerland
$14.8M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$5.24M
4
Bank of America
4
Bank of America
North Carolina
$53.2M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$234K 3,534 +862 +32%
FMBTD
127
First Midwest Bank Trust Division
Illinois
$232K 3,500 – –
PIM
128
Parasol Investment Management
Illinois
$232K 3,500 +3,500 New
HFS
129
HL Financial Services
Kentucky
$227K 3,429 +3,429 New
NES
130
New England Securities
New York
$224K 3,373 +30 +0.9%
JIP
131
Jaffetilchin Investment Partners
Florida
$223K 3,364 +3,364 New
FCCM
132
First City Capital Management
Georgia
$220K 3,314 – –
UCFA
133
United Capital Financial Advisors
Texas
$215K 3,245 – –
BIA
134
Biondo Investment Advisors
Pennsylvania
$212K 3,205 +3,205 New
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$151K 2,280 +2,280 New
GC
136
Guggenheim Capital
Illinois
$140K 2,112 -1,704 -45%
LWA
137
Lenox Wealth Advisors
New York
$38K 579 – –
FWM
138
Focused Wealth Management
New York
$38K 577 +577 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$35K 522 – –
US Bancorp
140
US Bancorp
Minnesota
$33K 500 – –
TSW
141
Thompson Siegel & Walmsley
Virginia
$28K 425 – –
Bessemer Group
142
Bessemer Group
New Jersey
$27K 400 – –
DAM
143
Delta Asset Management
Tennessee
$27K 400 +400 New
SFSIG
144
San Francisco Sentry Investment Group
California
$24K 355 – –
BPBT
145
Boston Private Bank & Trust
Massachusetts
$17K 250 -2,255 -90%
WA
146
WFG Advisors
Texas
$10K 150 +2 +1%
AA
147
Apriem Advisors
California
$9K 141 -5,813 -98%
PAS
148
Partnervest Advisory Services
California
$7K 111 – –
MIM
149
Macroview Investment Management
Maryland
$5K 75 +75 New
CFA
150
Carroll Financial Associates
North Carolina
$5K 80 +80 New
3 4 5
6
7